FinLab PMS
Consolidated Portfolio Management
For the HNI/UHNI investor and portfolio managers, FinLab PMS offers a unified view of all investments across various platforms, providing unparalleled tracking, reporting, and insights.
Key Features
Everything you need to take control of your finances.
View and manage all client portfolios from a single, intuitive dashboard, regardless of where assets are held.
Provide clients with a live, accurate view of their total net worth and portfolio performance.
Generate detailed performance reports, risk analysis, and asset allocation breakdowns with just a few clicks.
FinLab PMS is an enterprise-grade solution built to solve the fragmentation problem that plagues portfolio management. It provides a single source of truth for both advisors and their clients. By consolidating data from multiple brokers, banks, and investment platforms, it eliminates the need for manual data entry and complex spreadsheets. This automation frees up valuable time for advisors to focus on strategy and client relationships. For clients, it offers unparalleled transparency and a seamless digital experience, allowing them to see their complete financial picture anytime, anywhere.
Who is FinLab PMS for?
Portfolio Managers
Streamline your operations, automate reporting, and offer a superior client experience with a powerful, consolidated platform.
High-Net-Worth Individuals
Gain a clear, unified view of your complex portfolio and collaborate more effectively with your financial advisors.